See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,778 | $84,233-2.9% | $170,442-52.0% | $70,131+16.6% |
| Participation rate | 97.6% | 70.8%+26.7pp | 83.6%+14.0pp | 69.5%+28.0pp |
| Annual return | 16.32% | 23.06%-6.7pp | 205.93%-189.6pp | 73.14%-56.8pp |
| Employer contribution / active EE | $7,592 | $3,387+124.1% | $5,433+39.7% | $2,342+224.1% |
| Participant deferral / active EE | $3,489 | $3,086+13.1% | $4,939-29.4% | $3,332+4.7% |
| Admin fee / account holder | $8,048 | $5,698+41.2% | $13,880-42.0% | $4,645+73.3% |